Brian E. Whalen,
CFP®, CIMA®, AIF® PrincipalWith over 29 years of lessons learned in the financial services industry, Brian has developed a keen understanding of the issues that investors face. He takes a thoughtful approach with each client and sincerely listens as he helps them plan for their financial goals and objectives. As a fellow business owner himself, Brian routinely advises business owners on strategy, business continuity and exit plans.
In 1990, Brian graduated Magna Cum Laude from Boston College with a BA in Economics. He has furthered his professional development by earning the Certified Financial Planner (CFP®) certification, the Certified Investment Management Analyst (CIMA®) certification, as well as the Accredited Investment Fiduciary (AIF®) certification. These certifications are earned through extensive coursework and examinations and enable Brian to bring additional value to his client relationships. Prior to joining the Stribling˜Whalen Financial Group, Brian worked 8 years for Capital Group/ American Funds, one of the largest investment management organizations in the country.
Brian is a member of Gwinnett Church. In his spare time, he is an avid backpacker having hiked over 600 miles on the Appalachian Trail thus far. He also enjoys genealogy, history, and reading. His twin boys are recent college graduates. His daughter is in college and his youngest son is in high school.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
